Weintraub Tobin Chediak Coleman Gro 401(k) match, vesting and fees
What Weintraub Tobin Chediak Coleman Gro's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Futureplan | 2023 Schedule C ↗ |
| Independent auditor | Campbell Taylor Washburn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Weintraub Tobin Chediak Coleman Gro: employer contribution per participant | $9 | |
| Peer median | $2,521 |
| Weintraub Tobin Chediak Coleman Gro: average balance | $246,832 | |
| Peer median | $75,833 |
| Weintraub Tobin Chediak Coleman Gro: admin expenses ÷ assets | 0.20% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $59.2M at the end of plan year 2021 to $60M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 251 | $60M | $2,300 | $9 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 245 | $57.8M | $1.5M | $6,347 | 0.23% | Not published | Form 5500 ↗ |
| 2022 | 270 | $51.8M | $1.4M | $5,303 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 249 | $59.2M | $1.2M | $4,981 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Weintraub Tobin Chediak Coleman Gro match 401(k) contributions?
The match terms for the Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan have not been published from its filing yet. The plan year 2024 filing reports $2,300 in employer contributions, about $9 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Weintraub Tobin Chediak Coleman Gro 401(k) match vested?
The vesting schedule for the Weintraub Tobin Chediak Coleman Grodin Law Corporation Salary Deferral Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Weintraub Tobin Chediak Coleman Gro 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Futureplan. The plan administrator is Weintraub Tobin Chediak Coleman Gro.
I left Weintraub Tobin Chediak Coleman Gro. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Weintraub Tobin Chediak Coleman Gro, (916) 558-6116) or the recordkeeper, Futureplan. The Weintraub Tobin Chediak Coleman Gro old 401(k) page lists the contacts from every plan filing. Find an old Weintraub Tobin Chediak Coleman Gro 401(k)
Data from the public Form 5500 annual reports Weintraub Tobin Chediak Coleman Gro filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Weintraub Tobin Chediak Coleman Gro. Not financial advice. Report a correction · Methodology